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README.md 2026-10-03 2.7 kB
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EPESI

Free, open source CRM and a base for building custom ERP applications. Self-hosted, MIT licensed, no per-seat fees.

Website: https://epesicrm.com

Epesi stores business information in one place and shares it between the people in a company or organization: contacts, companies, tasks, meetings, phone calls, a shared calendar, and an integrated e-mail client. Records are secure, organized and easy to find, so day-to-day communication and workflow get simpler.

Epesi 2 is a ground-up rewrite of the original Epesi (2006), built on Laravel 12, Filament 5 and Livewire.

Features

  • Core CRM: Companies, Contacts, Phone Calls, Tasks and Meetings, with a shared Calendar merging events from every module.
  • Row-level permissions: records are visible and editable when they are public, yours, or your company's. Roles: super admin, manager, employee.
  • Full record history: every change to every field is tracked.
  • Custom fields: administrators add their own fields to any record type.
  • E-mail: the Roundcube webmail embedded in Epesi (optional, downloaded on request).
  • Modules: features are installed, enabled and disabled from the administration panel, with no code deploy. Modules can be browsed and installed from the Epesi Store.
  • Administration panel: users, roles, modules, login audit, database update.
  • Languages: English and Polish; more can be imported from the old Epesi translations.
  • Migration: import your data, with its full edit history, from a legacy Epesi installation.

Requirements

  • PHP 8.2 or newer (the setup wizard checks the extensions)
  • MySQL or MariaDB
  • Apache or nginx; shared hosting works
  • A modern web browser

No Composer, Node or command line is needed to install from the release zip.

Installation

  1. Download the latest epesi-<version>.zip from this page.
  2. Unpack it into a folder on your web server, e.g. htdocs/epesi.
  3. Create an empty database (e.g. in phpMyAdmin).
  4. Open the site in a browser. The setup wizard asks for a one-time setup code (found in storage/app/setup-code.txt), checks the server, creates the tables, and sets up the administrator account, optional demo data and e-mail.

See INSTALL.md in the zip for details.

Updating

Back up the folder and the database, unpack the new release over the old files, then open Administration → Database update (or run php artisan epesi:update).

Support and source

Epesi is released under the MIT license.

Source: README.md, updated 2026-10-03